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Dimensional US Small Cap ETF

769 hedge funds and large institutions have $8.06B invested in Dimensional US Small Cap ETF in 2025 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 344 increasing their positions, 219 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

82% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 34

57% more repeat investments, than reductions

Existing positions increased: 344 | Existing positions reduced: 219

13% more capital invested

Capital invested by funds: $7.16B → $8.06B (+$900M)

2% more funds holding

Funds holding: 753769 (+16)

1% more funds holding in top 10

Funds holding in top 10: 9596 (+1)

0.97% more ownership

Funds ownership: 78.12%79.09% (+0.97%)

Holders
769
Holders Change
+16
Holders Change %
+2.12%
% of All Funds
10.13%
Holding in Top 10
96
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.05%
% of All Funds
1.26%
New
62
Increased
344
Reduced
219
Closed
34
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GAM
176
Gemmer Asset Management
California
$7.45M -$341K -5,691 -5%
RA
177
Ruggaard & Associates
Ohio
$7.43M -$30.9K -515 -0.4%
HR
178
Hardy Reed
Mississippi
$7.38M +$475K +7,924 +7%
YWM
179
Yardley Wealth Management
Pennsylvania
$7.2M +$342K +5,699 +5%
WB
180
Webster Bank
Connecticut
$7.2M +$1.37M +22,800 +25%
AWMM
181
Aegis Wealth Management (Maryland)
Maryland
$7.18M
AL
182
Aspiriant LLC
California
$7.18M -$17.7K -295 -0.3%
Baird Financial Group
183
Baird Financial Group
Wisconsin
$7.14M +$680K +11,342 +11%
PFG
184
Pinnacle Financial Group
Illinois
$7.05M -$217K -3,612 -3%
RA
185
RFG Advisory
Alabama
$7.01M +$3.74M +62,402 +131%
LG
186
LAM Group
Oregon
$6.88M -$248K -4,141 -4%
RWM
187
Ruedi Wealth Management
Illinois
$6.79M -$971K -16,194 -13%
CA
188
Claris Advisors
Missouri
$6.66M -$778K -12,984 -11%
PAG
189
Private Advisor Group
New Jersey
$6.56M +$230K +3,832 +4%
EA
190
Efficient Advisors
Ohio
$6.52M +$703K +11,729 +13%
NWM
191
Navigoe Wealth Management
California
$6.48M -$2.23M -37,208 -27%
NA
192
NewEdge Advisors
Louisiana
$6.43M -$764K -12,738 -11%
CW
193
Curio Wealth
Maryland
$6.41M +$6.01M +100,242 +28,559%
KAS
194
KPP Advisory Services
Kentucky
$6.39M +$31.4K +524 +0.5%
JWM
195
JDH Wealth Management
California
$6.36M +$315K +5,260 +6%
MHS
196
M Holdings Securities
Oregon
$6.3M +$5.17M +86,196 +682%
CFO
197
Collective Family Office
Pennsylvania
$6.22M +$3.56M +59,457 +156%
AFA
198
Alpha Financial Advisors
North Carolina
$6.18M -$284K -4,736 -5%
PRS
199
Pinkerton Retirement Specialists
Idaho
$6.02M +$697K +11,631 +14%
JFG
200
JMG Financial Group
Illinois
$5.95M +$249K +4,153 +5%

DFAS Hedge Fund Activity: Q2 2025 in Review

769 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Small Cap ETF (DFAS) for Q2 2025, worth a combined $8.06B — up 13% from $7.16B a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new DFAS positions and 34 closed out — a net gain of 28 holders — while 344 added to existing stakes and 219 trimmed.

The largest buyer was Creative Planning, adding an estimated $204M. The largest seller was Alaska Permanent Fund, exiting entirely with an estimated $146M sold.

  • 769 institutional investors held Dimensional US Small Cap ETF (DFAS) as of Q2 2025, up from 753 in Q1 2025.
  • Funds reported $8.06B of Dimensional US Small Cap ETF stock for Q2 2025, up 13% quarter-over-quarter.
  • 62 funds opened new Dimensional US Small Cap ETF positions in Q2 2025 and 34 closed out, a net change of +28 holders.
  • The largest Dimensional US Small Cap ETF buyer in Q2 2025 was Creative Planning, an estimated $204M added.
  • The largest Dimensional US Small Cap ETF seller in Q2 2025 was Alaska Permanent Fund, an estimated $146M sold.

Based on aggregated 13F filings for Q2 2025.